Linscomb Wealth’s NextEra Energy NEE Stock Holding History

Linscomb Wealth’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.44M	Sell	90,922 -28,370	-24%	-$2.52M	0.38%	55
2025 Q4	$9.58M	Buy	119,292 +1,569	+1%	+$130K	0.4%	53
2025 Q3	$8.89M	Buy	117,723 +1,595	+1%	+$117K	0.38%	58
2025 Q2	$8.06M	Buy	116,128 +3,879	+3%	+$269K	0.37%	64
2025 Q1	$7.96M	Buy	112,249 +5,013	+5%	+$354K	0.4%	61
2024 Q4	$7.69M	Buy	107,236 +3,656	+4%	+$284K	0.38%	61
2024 Q3	$8.76M	Sell	103,580 -487	-0.5%	-$38K	0.43%	52
2024 Q2	$7.37M	Buy	104,067 +16,346	+19%	+$1.16M	0.38%	65
2024 Q1	$5.61M	Buy	87,721 +4,801	+6%	+$281K	0.29%	82
2023 Q4	$5.04M	Buy	82,920 +1,831	+2%	+$104K	0.28%	82
2023 Q3	$4.65M	Buy	81,089 +58,357	+257%	+$4.04M	0.27%	82
2023 Q2	$1.69M	Sell	22,732 -540	-2%	-$40.9K	0.09%	139
2023 Q1	$1.79M	Sell	23,272 -215	-0.9%	-$16.5K	0.09%	137
2022 Q4	$1.96M	Sell	23,487 -1,576	-6%	-$127K	0.1%	137
2022 Q3	$1.97M	Buy	25,063 +3,523	+16%	+$299K	0.12%	124
2022 Q2	$1.67M	Buy	21,540 +964	+5%	+$73.4K	0.1%	133
2022 Q1	$1.74M	Sell	20,576 -152	-0.7%	-$12.2K	0.08%	145
2021 Q4	$1.94M	Sell	20,728 -606	-3%	-$52.4K	0.09%	133
2021 Q3	$1.68M	Sell	21,334 -108	-0.5%	-$8.71K	0.09%	139
2021 Q2	$1.57M	Sell	21,442 -359	-2%	-$26.9K	0.08%	141
2021 Q1	$1.65M	Buy	21,801 +286	+1%	+$22.3K	0.09%	133
2020 Q4	$1.66M	Sell	21,515 -2,181	-9%	-$163K	0.1%	126
2020 Q3	$1.64M	Buy	23,696 +120	+0.5%	+$8.29K	0.11%	116
2020 Q2	$1.42M	Buy	23,576 +1,448	+7%	+$86.7K	0.1%	123
2020 Q1	$1.33M	Buy	22,128 +228	+1%	+$14.3K	0.12%	107
2019 Q4	$1.33M	Sell	21,900 -56	-0.3%	-$3.27K	0.09%	162
2019 Q3	$1.28M	Buy	21,956 +88	+0.4%	+$4.76K	0.1%	109
2019 Q2	$1.12M	Buy	21,868 +128	+0.6%	+$6.3K	0.09%	117
2019 Q1	$1.05M	Buy	21,740 +144	+0.7%	+$6.58K	0.09%	119
2018 Q4	$938K	Buy	21,596 +152	+0.7%	+$6.65K	0.09%	114
2018 Q3	$899K	Hold	21,444	–	–	0.07%	127
2018 Q2	$895K	Buy	21,444 +172	+0.8%	+$6.95K	0.08%	123
2018 Q1	$869K	Hold	21,272	–	–	0.07%	120
2017 Q4	$831K	Buy	21,272 +5,632	+36%	+$217K	0.07%	131
2017 Q3	$573K	Buy	15,640 +668	+4%	+$24.5K	0.05%	154
2017 Q2	$525K	Sell	14,972 -444	-3%	-$15.2K	0.05%	160
2017 Q1	$495K	Sell	15,416 -4,432	-22%	-$139K	0.04%	163
2016 Q4	$593K	Buy	19,848 +536	+3%	+$16K	0.06%	155
2016 Q3	$591K	Sell	19,312 -560	-3%	-$17.6K	0.06%	148
2016 Q2	$648K	Hold	19,872	–	–	0.07%	138
2016 Q1	$588K	Sell	19,872 -1,732	-8%	-$48.6K	0.06%	141
2015 Q4	$561K	Buy	21,604 +152	+0.7%	+$3.85K	0.06%	141
2015 Q3	$523K	Sell	21,452 -1,484	-6%	-$37.7K	0.06%	146
2015 Q2	$562K	Hold	22,936	–	–	0.06%	156
2015 Q1	$597K	Sell	22,936 -548	-2%	-$14.5K	0.06%	155
2014 Q4	$624K	Sell	23,484 -36	-0.2%	-$909	0.07%	144
2014 Q3	$552K	Buy	23,520 +1,084	+5%	+$26.2K	0.06%	160
2014 Q2	$575K	Buy	22,436 +524	+2%	+$12.7K	0.06%	160
2014 Q1	$524K	Buy	21,912 +6,488	+42%	+$147K	0.06%	163
2013 Q4	$330K	Sell	15,424 -2,396	-13%	-$50.5K	0.04%	177
2013 Q3	$357K	Buy	17,820 +1,412	+9%	+$29.1K	0.05%	166
2013 Q2	$334K	Buy	+16,408	New	+$326K	0.05%	168

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Linscomb Wealth's NEE Position: Q1 2026 in Review

Linscomb Wealth reduced its NextEra Energy (NEE) stake by 24% in Q1 2026, selling an estimated $2.52M and leaving 90,922 shares worth $8.44M. The position accounts for 0.38% of the portfolio, ranked #55.

Linscomb Wealth first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.58M in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Linscomb Wealth held 90,922 shares of NextEra Energy worth $8.44M as of Q1 2026.
Linscomb Wealth sold 28,370 NextEra Energy shares in Q1 2026, an estimated $2.52M.
NextEra Energy made up 0.38% of Linscomb Wealth's portfolio in Q1 2026, its #55 holding.
Linscomb Wealth first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Linscomb Wealth's NextEra Energy position peaked at $9.58M in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.